20
M

VAT group

Marta Sławnikowska on 7/7/2023 9:38:43 AM

VAT group is a group of the organizations connected base on economics, financial and management. VAT group is regulated by European Union law.

This group uses one VAT identification number for tax payment (one taxpayer).

When our Vendor/Customer belongs to VAT Group we should use 2 tax identification numbers, name, address for registration transactions in the system. Vendor invoices and Customer invoices should be supported by this solution.

1.     For tax transactions, JPK, payment and invoices (print) – we should use VAT identification number of VAT Group,

2.     For example, for reports like balance confirmation report – individual VAT identification number. 

Category: Globalization - Regulatory features
STATUS DETAILS
Needs Votes
Ideas Administrator

Administrator

Thank you for registering the idea.

We recommend evaluating and using the new Establishments and Registration IDs governance capabilities that are available in Dynamics 365 Finance. This enhancement provides a standardized framework for managing establishment-level registration identifiers and applying them consistently across invoice and compliance processes. The functionality is designed to support scenarios where multiple registrations or branch-specific identifiers must be associated with transactions and counterparties.

For more information, please refer to:

  • Microsoft Learn – Track branch-level registration IDs on invoices in a single legal entity
    https://learn.microsoft.com/en-us/dynamics365/release-plan/2026wave1/enterprise-resource-planning/dynamics365-finance/establishment-registration-id-governance-invoices
  • Microsoft Learn – Set up and use registration IDs
    https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/organization-administration/registration-ids
  • Microsoft Learn – Invoice party applicability rules for registration categories
    https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/organization-administration/invoice-party-applicability-rules?context=/dynamics365/context/finance
     
  • TechTalk – Establishments, Vendor Ship-From, and Registration ID Governance on Invoices
    https://community.dynamics.com/blogs/post/?postid=f043b102-9054-f111-bec6-7ced8dcf6549

At this time, we will keep this idea open to continue collecting feedback and votes from customers and partners, particularly for Poland-specific JPK-V7 reporting scenarios. Additional community input will help us better understand demand for reporting VAT group counterparties information in JPK-V7 and assess how the new Registration IDs framework can support these requirements going forward.

Thank you for your feedback and continued engagement with the product roadmap.

Comments

M

M

RE: VAT group

Edyta Kaliszewska on 2/28/2024 2:00:53 PM

this scenario is applicable in PL

Category: Globalization - Regulatory features